Monday, February 19, 2024

Did you see this? Reporting & Analytics Updates

A new set of Finance Reporting & Analytics Release notes was posted on January 25. Did you miss it? We wouldn't blame you if you did!


Here's the full release on the UVAFinance website.


A few highlights you might find interesting:

Workday
  • NEW Find Accounting Adjustments that have a Grant Worktag report - This can be used to look up any accounting adjustments that have been moved either on or off a grant. It defaults to Supplier Invoice transactions but can be used for Expense Reports as well. The report shows all the worktags moved both to and from.
UBI
  • Workday Journal Lines – Journal Lines Detail -
    • The Journal Memo field has been modified to contain all available information for a given Journal Line including the header memo, line memo, and Supplier Invoice and Expense Report details that were not previously available. The Journal Line Memo field now contains a note stating that it is no longer available; if you have a community or personal sheet, you should adjust it for this change.
    • For Supplier Invoice transactions, a field has been added that contains a link to the PO so you can directly look up PO information without navigating through the SI document.
  • Workday RAD -
    • The estimated F&A on Grants now accounts for basis limits on what can be charged to Sponsors where those exist.
    • Modified the code so that SAFM obligations are not removed before the completion of each semester.
  • Coming soon - new UBI Journal Line apps to help manage the data volume. The target release is February:
    • Workday Journal Lines – Actuals Only
    • Workday Journal Lines – Income Statement Only

Be sure to read the full release notes for more details about current and future enhancements!
_____________________________________________________________

Related information:  New UBI Resource / New RAD App for PIs



Share:

No comments

Post a Comment

© UVAFinance | All rights reserved.
Blog Layout Created by pipdig